Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
473+ 5.42% |
$74.3K - $84.6K
|
9.2K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
469+ 7.59% |
$73.7K - $83.9K
|
6.65K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
447+ 1.76% |
$70.2K - $80K
|
25.8K
$4.51M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
435+ 3.94% |
$68.3K - $77.8K
|
11.5K
$2M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
427+ 0.7% |
$67.1K - $76.4K
|
61.1K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
412+ 1.33% |
$64.7K - $73.7K
|
31.4K
$5.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
410New |
$64.4K - $73.4K
|
410
$71.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
384New |
$60.3K - $68.7K
|
384
$67.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
370+ 8.04% |
$58.1K - $66.2K
|
4.97K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
366+ 0.92% |
$57.5K - $65.5K
|
40K
$7M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
353New |
$55.5K - $63.2K
|
353
$61.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 13.75% |
$52.3K - $59.6K
|
2.76K
$481K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
323+ 2.75% |
$50.7K - $57.8K
|
12.1K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
316+ 27.79% |
$49.6K - $56.5K
|
1.45K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
314+ 22.74% |
$49.3K - $56.2K
|
1.7K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
BUY
|
- |
312+ 0.91% |
$49K - $55.8K
|
34.6K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
308New |
$48.4K - $55.1K
|
308
$53.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
305+ 7.1% |
$47.9K - $54.6K
|
4.6K
$803K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
302New |
$47.4K - $54K
|
302
$52.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
293+ 2.06% |
$46K - $52.4K
|
14.5K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
287+ 1.21% |
$45.1K - $51.4K
|
23.9K
$4.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
284+ 1.64% |
$44.6K - $50.8K
|
17.6K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
280+ 2.89% |
$44K - $50.1K
|
9.97K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
276+ 1.78% |
$43.4K - $49.4K
|
15.8K
$2.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
260New |
$40.8K - $46.5K
|
260
$45.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
257+ 19.8% |
$40.4K - $46K
|
1.56K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
236+ 2.64% |
$37.1K - $42.2K
|
9.18K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
222+ 9.7% |
$34.9K - $39.7K
|
2.51K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216+ 222.68% |
$33.9K - $38.7K
|
313
$54.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 4.82% |
$31.7K - $36.1K
|
4.39K
$767K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
196+ 3.34% |
$30.8K - $35.1K
|
6.06K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 5.72% |
$29.5K - $33.6K
|
3.48K
$607K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
175+ 4.25% |
$27.5K - $31.3K
|
4.29K
$749K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
162+ 8.42% |
$25.5K - $29K
|
2.09K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
159+ 10.28% |
$25K - $28.5K
|
1.71K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
146+ 1.39% |
$22.9K - $26.1K
|
10.7K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
137New |
$21.5K - $24.5K
|
137
$23.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 6.66% |
$19.8K - $22.5K
|
2.02K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
126+ 4.91% |
$19.8K - $22.5K
|
2.69K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
116+ 5.26% |
$18.2K - $20.8K
|
2.32K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
116+ 0.38% |
$18.2K - $20.8K
|
30.4K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
115+ 3.15% |
$18.1K - $20.6K
|
3.76K
$657K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 3.01% |
$16.3K - $18.6K
|
3.55K
$621K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 0.31% |
$16.3K - $18.6K
|
33.3K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103+ 9.68% |
$16.2K - $18.4K
|
1.17K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
101+ 0.93% |
$15.9K - $18.1K
|
11K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
100New |
$15.7K - $17.9K
|
100
$17.5K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
98+ 3.35% |
$15.4K - $17.5K
|
3.02K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
96+ 1.8% |
$15.1K - $17.2K
|
5.44K
$951K
|
|